Form D · Other
WorkForce Software Holdings, LLC
Livonia, MI · CIK 0001677149
Offering snapshot reported May 6, 2024 · SEC filing
- Reported sold
- $67.5M Indefinite offering
- Investors reported
- 19 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 1, 2019 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$49,336,302 → $67,534,654
- Reported investors13 → 19
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 6, 2024 | Amendment | $67,534,654 | $18,198,352vs Apr 25, 2023 | 19 | SEC filing |
| Apr 25, 2023 | Amendment | $49,336,302 | $4,300,000vs Mar 18, 2022 | 13 | SEC filing |
| Mar 18, 2022 | Amendment | $45,036,302 | $1,864,845vs Mar 3, 2021 | 12 | SEC filing |
| Mar 3, 2021 | Amendment | $43,171,457 | $7,717,826vs Nov 12, 2019 | 11 | SEC filing |
| Nov 12, 2019 | Initial | $35,453,631 | No comparison | 10 | SEC filing |
| Jul 9, 2018 | Amendment | $36,896,826 | $1,685,938vs Jun 26, 2017 | 14 | SEC filing |
| Jun 26, 2017 | Amendment | $35,210,888 | $25,230,888vs Jun 21, 2016 | 13 | SEC filing |
| Jun 21, 2016 | Initial | $9,980,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity, Other
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-353158
The Total Amount Sold above is the per-unit amount that would need to be distributed to existing equity holders before the securities in this offering would be eligible to receive any distributions. (continued in item 15 clarification below)
Class M Units Profits Interests, Interests in a Management Incentive Plan
(continued from item 13) The securities are intended to qualify as profits interests for U.S. tax purposes and entitle recipients to a pro rata portion of the appreciation in the Issuer's value above the value on the date of grant, (see item 16 below)
Source: Form D, filed May 6, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Betsy Atkins | Director |
| John Borgerding | Director |
| Denise Broady | Executive |
| Laura Butler | Director |
| Kevin Choksi | Director |
| Jesse Cohn | Director |
| Ross Devor | Director |
| Frederick Engel | Executive |
| David Farquhar | Executive |
| Bob Feller | Executive |
| Christopher Herter | Executive |
| Ryan Hinkle | Director |
| James Huang | Executive |
| Peter Jackson | Executive |
| Mike Jepsen | Executive |
| Tammy Jones | Executive |
| Isaac Kim | Director |
| Mark Kurowski | Executive |
| Hector Lima | Director |
| Andrew Lloyd | Executive |
| Christopher Mc Cleary | Executive |
| Michael Morini | Director |
| Jeffrey Moses | Director, Executive |
| Ronan O'dulaing | Executive |
| Ken Olsen | Executive |
| William Razzino | Executive |
| Bill Shaheen | Director |
| Peter Sobiloff | Director |
| Leslie Tarnacki | Executive |
| Brandon Van Buren | Director |
| David Vonk | Executive |
| Alan Winegar | Executive |
| Balaji Yelamanchili | Director |
Issuer details
Industry: Other (See others in industry)
Address:
38705 Seven Mile Road, Suite 300
Livonia, MI, 48152
Livonia, MI, 48152